RI

Redwood Investments Portfolio holdings

AUM $267M
1-Year Est. Return 11.99%
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$15M
3
+$14.2M
4
AAPL icon
Apple
AAPL
+$11.4M
5
KEY icon
KeyCorp
KEY
+$10.3M

Top Sells

1
+$15.6M
2
+$15M
3
+$13.3M
4
LYB icon
LyondellBasell Industries
LYB
+$12.5M
5
WP
Worldpay, Inc.
WP
+$12.1M

Sector Composition

1 Healthcare 17.46%
2 Consumer Discretionary 16.54%
3 Financials 15.23%
4 Communication Services 12.14%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$199K 0.03%
1,121
-35,628
127
$194K 0.03%
5,476
128
$189K 0.03%
3,937
-1,725
129
$171K 0.03%
2,060
130
$161K 0.02%
+11,307
131
$160K 0.02%
2,784
-265
132
$160K 0.02%
3,259
-144
133
$156K 0.02%
10,410
-2,748
134
$155K 0.02%
2,088
-122,098
135
$154K 0.02%
1,700
136
$144K 0.02%
1,197
-7,477
137
$142K 0.02%
10,928
-143
138
$130K 0.02%
2,000
139
$127K 0.02%
14,602
-10,930
140
$123K 0.02%
6,650
+690
141
$121K 0.02%
7,404
-69,443
142
$112K 0.02%
5,314
-70
143
$101K 0.02%
1,540
144
$93K 0.01%
3,200
145
$88K 0.01%
1,267
-6,497
146
$84K 0.01%
718
147
$83K 0.01%
617
148
$80K 0.01%
2,000
149
$77K 0.01%
600
150
$75K 0.01%
1,092
4 5
6
7 8